AC
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Apella Capital’s Cigna CI Stock Holding History

Apella Capital’s Portfolio CI Stock Details CI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$370K Buy
1,290
+62
+5% +$17.5K 0.01% 541
2026
Q1 		$342K Buy
1,228
+205
+20% +$56.7K 0.01% 524
2025
Q4 		$282K Buy
1,023
+260
+34% +$72.9K 0.01% 455
2025
Q3 		$222K Buy
+763
New +$226K ﹤0.01% 437

Other funds holding CI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Apella Capital's CI Position: Q2 2026 in Review

Apella Capital increased its Cigna (CI) stake by 5% in Q2 2026, buying an estimated $17.5K and bringing the position to 1,290 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #541.

Apella Capital first reported a position in CI in Q3 2025 and has held it in 4 quarters since. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Apella Capital held 1,290 shares of Cigna worth $370K as of Q2 2026.
  • Apella Capital bought 62 Cigna shares in Q2 2026, an estimated $17.5K.
  • Cigna made up 0.01% of Apella Capital's portfolio in Q2 2026, its #541 holding.
  • Apella Capital first reported a position in Cigna in Q3 2025 and has held it in 4 quarters since.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.